BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2.6K ﹤0.01%
40
-610
927
$2.6K ﹤0.01%
500
928
$2.54K ﹤0.01%
80
929
$2.51K ﹤0.01%
19
930
$2.48K ﹤0.01%
+43
931
$2.48K ﹤0.01%
145
932
$2.48K ﹤0.01%
78
+58
933
$2.3K ﹤0.01%
+75
934
$2.26K ﹤0.01%
+59
935
$2.26K ﹤0.01%
+22
936
$2.25K ﹤0.01%
+14
937
$2.23K ﹤0.01%
43
-21
938
$2.22K ﹤0.01%
+34
939
$2.21K ﹤0.01%
+119
940
$2.2K ﹤0.01%
+90
941
$2.17K ﹤0.01%
+15
942
$2.17K ﹤0.01%
8
-27
943
$2.14K ﹤0.01%
91
944
$2.14K ﹤0.01%
+40
945
$2.05K ﹤0.01%
50
+21
946
$2.03K ﹤0.01%
+47
947
$2K ﹤0.01%
+114
948
$1.98K ﹤0.01%
+19
949
$1.97K ﹤0.01%
+30
950
$1.95K ﹤0.01%
22
-18
36 37
38
39 40